Market View: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Market View: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Wall Street hits record highs - but one AI stock just triggered a brutal reality check.

US markets rally even as fears of an AI bubble intensify, after Oracle plunges on weak earnings and heavy debt taken on to fund its AI ambitions.

Michelle Martin and Ryan Huang unpack why Oracle’s so-called “Code Red” moment has investors questioning the sustainability of AI infrastructure spending, especially with OpenAI as a key client.

They also turn to Broadcom, where booming AI chip sales fail to lift the stock, raising fresh questions about valuation, expectations and sentiment.

Back home, DBS turns bullish on Singapore developers, lifting targets for CDL, UOL and GuocoLand - but are the buy calls justified?

In UP or DOWN, fists fly at PDD during a China audit, Hongkong Land and Keppel REIT reshuffle MBFC, Seatrium lands a major green-energy contract, and noodle maker Leong Guan debuts strong.

Plus, Disney’s billion-dollar bet on OpenAI sparks a lighter question on which iconic characters could soon come alive in AI - hosted by Michelle Martin with Ryan Huang.

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Episoder(3743)

Market View: Tesla’s earnings miss, ASML 30% surge in revenue, Paytm, SAP, Hewlett Packard Enterprise, Boeing, Suntec REIT, Abbott Lab earnings overview, China boosts stimulus

Market View: Tesla’s earnings miss, ASML 30% surge in revenue, Paytm, SAP, Hewlett Packard Enterprise, Boeing, Suntec REIT, Abbott Lab earnings overview, China boosts stimulus

How do Tesla’s earnings numbers compare with expectations? Why is ASML warning of a slowdown in 2024? And what is the latest effort by China to boost confidence in the economy? Michelle Martin asks Ry...

25 Jan 202421min

Money and Me: What is the foolish trade of 2024?

Money and Me: What is the foolish trade of 2024?

What is emboldening speculation around a dovish US Fed pivot? What would be the smartest way forward for investors, given bets on expected interest rates direction today? What would falling rates mean...

24 Jan 202420min

2023 Emerging Enterprise Sustainability Award Winner: Flex Fuel Hydrogen Development

2023 Emerging Enterprise Sustainability Award Winner: Flex Fuel Hydrogen Development

Founded in 2017, Flex Fuel Hydrogen Development Limited is a Hong Kong-based company that specializes in optimising engine performance and consumption. Through the company's hydrogen research, develop...

24 Jan 202411min

Market View: Procter & Gamble earnings, Netflix adds 13.1 million subscribers, United Airlines, Texas Instruments, eBay, India vs Hong Kong stock market, Sabana REIT, AEM, Alibaba co-founders buy shares

Market View: Procter & Gamble earnings, Netflix adds 13.1 million subscribers, United Airlines, Texas Instruments, eBay, India vs Hong Kong stock market, Sabana REIT, AEM, Alibaba co-founders buy shares

Why is Procter & Gamble writing-down on Gillette? How was Netflix able to top revenue estimates in its latest earnings? And are investors buying or selling Alibaba stock? Michelle Martin finds out wit...

24 Jan 202421min

Money and Me: Build your wealth in 2024 with 5 simple money hacks!

Money and Me: Build your wealth in 2024 with 5 simple money hacks!

Forget the online money hacks you've been reading online. When it comes to personal finance, it has to be practical, emotional, and sustainable. Dan Koh invites Tim Phillips, Founder, TimTalksMoney as...

23 Jan 202426min

Market View: Dow hits all time high, US stock market speculations, Gold prices, Hong Kong stocks, Tecent's Riot Games, Frasers Centrepoint Trust, iREIT Global, China's boosting economy

Market View: Dow hits all time high, US stock market speculations, Gold prices, Hong Kong stocks, Tecent's Riot Games, Frasers Centrepoint Trust, iREIT Global, China's boosting economy

How should you be reading the US stock market's recent rally? Is the speculation surrounding a dovish Fed pivot going too far? And why did China decide to keep prime rates unchanged despite its troubl...

23 Jan 202421min

Money and Me: Property Guru powers granular insights for mall owners and investors

Money and Me: Property Guru powers granular insights for mall owners and investors

How is data powering insights into the movement of mall visits? Michelle Martin speaks with Bob Koppes, Director of Strategy, PropertyGuru Group for a tour of PropertyGuru’s Mall Intelligence Module, ...

22 Jan 202420min

Market View: Meta’s first record high in years, Super Micro shares soar 36%, Microsoft, Amazon, Reliance Industries, Grab, Marvell dethroned Nvidia

Market View: Meta’s first record high in years, Super Micro shares soar 36%, Microsoft, Amazon, Reliance Industries, Grab, Marvell dethroned Nvidia

Michelle Martin and Ryan Huang find out what’s driving the turnaround in Meta’s first record high in years, why Marvell just dethroned Nvidia as Citi’s top chip-stock pick, and what you should be keep...

22 Jan 202418min

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